The Job Retainage report shows retainage that has been withheld for your customer and vendor invoices. You can use it to determine how much retainage has been withheld for a particular job and whether or not that retainage has been released. The report will also display separate columns and totals for Receivables retainage and Payables retainage.
Options
Select the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:
- Dates: You can enter All, Range, Today, This Period, This Quarter, This Year, This Week-to-date, This Month-to-date, This Period-to-date, This Quarter-to-date, This Year-to-date. You can enter specific dates that you want to see in the From and To selection boxes.
- Sort by: You can sort by job ID, job name, Transaction Date or Transaction Reference.
- Summarize by: You can summarize the report by Job, GL account, or show the report in detail.
- Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.
- Include Jobs with Zero Amounts: Select this check box to include those jobs with zero balances.
- Include Balance Forward: Select this check box to include balances brought forward on any jobs listed in the report.
- Subtotal by GL Account: This is only available when the report is summarized in detail. Select this to print subtotals by GL account.
Columns
Select the Columns link to choose which data fields to include and where the columns break on your report. Tell me more about choosing report fields.
Fonts
Select the Fonts link to set the font styles for the heading and body of the report. You can also have the titles of the report show special codes, such as the current period, today's date, an as-of date, and the company name. Tell me more about formatting reports.
What do you want to do next?
- Learn about other job costing reports
- Display a report on the screen
- Filter a report, form, or financial statement
- Select data records to filter a report
- Print a report or financial statement
- Design a report
- Perform other report or form tasks
- Perform other job costing tasks
- Read an overview of Retainage